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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

706 hedge funds and large institutions have $7.59B invested in iShares MSCI EAFE Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 216 increasing their positions, 262 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
+56
Holders Change %
+8.62%
% of All Funds
10.35%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.38%
New
113
Increased
216
Reduced
262
Closed
47
Calls
$365K
Puts
$51.8M
Net Calls
-$51.4M
Net Calls Change
-$51.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$268M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$45.2M
3
CCWM
Cassaday & Co Wealth Management
Virginia
+$44.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$42M
5
Jane Street
Jane Street
New York
+$31.3M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$940M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$40.6M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$34.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$32.8M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRC
601
New Republic Capital
North Carolina
$40.5K – – –
ACA
602
Aptus Capital Advisors
Alabama
$40.5K -$59.7K -965 -60%
SC
603
Stephens Consulting
Michigan
$39.9K – – –
PO
604
Private Ocean
California
$38.7K – – –
CWM
605
Cranbrook Wealth Management
Michigan
$38.6K +$18.3K +295 +90%
CSB
606
City State Bank
Iowa
$38K – – –
GWANC
607
Guardian Wealth Advisors (North Carolina)
North Carolina
$37.8K – – –
HGERS
608
Householder Group Estate & Retirement Specialist
Arizona
$37K -$11.9K -196 -24%
HBW
609
Hazlett, Burt & Watson
West Virginia
$35K +$128 +2 +0.4%
FWA
610
FSC Wealth Advisors
New York
$33.3K +$10.3K +167 +45%
GI
611
GAMMA Investing
California
$30.2K +$30.2K +500 New
CMBA
612
C.M. Bidwell & Associates
Hawaii
$27.9K – – –
VWM
613
Venturi Wealth Management
Texas
$27.1K – – –
CB
614
CNB Bank
Pennsylvania
$25.7K -$35.4K -572 -58%
DPW
615
DiNuzzo Private Wealth
Pennsylvania
$25.1K +$25.1K +405 New
SAM
616
Smartleaf Asset Management
Massachusetts
$25K +$25K +401 New
TCM
617
Tradewinds Capital Management
Washington
$24.8K – – –
CT
618
Colonial Trust
South Carolina
$24K – – –
TRCT
619
Tower Research Capital (TRC)
New York
$22.8K -$53.7K -868 -70%
DJSG
620
D.J. St. Germain
Massachusetts
$22K – – –
BL
621
Balentine LLC
Georgia
$20.1K -$557 -9 -3%
HF
622
Halpern Financial
Virginia
$19.6K +$19.6K +324 New
BWP
623
Baldwin Wealth Partners
Massachusetts
$19.1K – – –
CPA
624
Clear Point Advisors
New York
$18.3K +$18.3K +296 New
CMP
625
Coston McIsaac & Partners
Maine
$18K – – –
23 24
25
26 27